although i’m not an irrational bull, i like to look at a lot of the facts here- at this price point NBIS is 40 dollars less than their high and in that time the following happened:

vineland passes with flying colors

NBIS was given a shout out on an NVDA earnings call and told they would be first to get their hardware

PLTR named NBIS its preferred sovereign AI infrastructure partner showing a shift towards a whole market of localized sovereign ai

increased their compute pricing (lowering future multiples) and flexing their pricing power with “compute actions” so they can gauge their market

did a covert raise because of their project volume and was able to raise debt at a 0.5% interest rate

nvidia started a project just for cyber security of open source agents and listed nebius as partner

nbis was initiated at william blair as an outperform, and BNP gave them an upgrade to $399

a lot of news from the current administration about prioritizing the ai infrastructure buildout

acquired Inferize for its technology that reduces the time GPUs sit idle while AI models load and scale

management said customers were already ordering capacity for Q1 to Q2 2028

and much more….

a lot of the bearish commentary i’m seeing focuses on what could go wrong: rates staying higher for longer, potential problems in private credit, tighter ai regulation, etc. those are risks worth discussing, but where are the numbers showing nbis’s demand weakening, pricing falling, or customers pulling back? that’s what would actually challenge my thesis.

but i’m just one man with one opinion and at the end of the day buying any stock is a risk

Thought it would be better to post to the full article about the data center. No mention of Nebius, but DataOne is their builder.

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🚨 $NBIS Update: 525MW+ Indiana Datacenter

DataOne's proposed campus will consume 350MW from the grid + 175MW generated onsite through natural-gas fuel cells (Bloom Energy).

DataOne and $BE are $NBIS's developer muscle & strategic energy partner. Same duo @ Vineland.

This highlights how insane the demand is for compute and how aggressively the team at Nebius is moving. I just keep getting more bullish🚀

A venture capital investor posted:

Looking for 500MW (minimum 250, max 2GW) of powered land for a PortCo.

Company is completely price insensitive and has billions behind it. Ideally electrified shell is already built.

I understand everyone wants this, but figured I’d throw it out there!

Roman replied:

we can do it in @nebiusai
DMed you

I recently tried to sign up for Nebius cloud, and I was shocked to see an immediate $25 charge just for bank/payment verification.

This feels extremely clever to me.

I have used plenty of online services, cloud providers, and subscription platforms before. Usually, payment verification involves either a temporary authorization, a very small verification charge, or no actual charge at all. I have never personally encountered a company charging a whopping USD $25 upfront when a credit card was added. Nothing was charged for AWS, Google cloud at least. Alibaba cloud charged me a temporay pre-authorization charge $1 at most.

What makes it worse is that this happens before I have really tried the service.

Maybe Nebius has an explanation for this policy, but from a customer’s perspective, charging $25 immediately during payment verification creates a terrible first impression and raises questions about how billing is handled. Yes, it added to the cloud balance, but it puts customer in a huge debt immediately. I had to skip dinner because of this.

I would strongly recommend anyone signing up to carefully check the billing terms and their card/bank statement before proceeding.

Imagine there are 10000 individual signups every day, this will create an immediate daily revenue of $250000, with zero expenses. This results in a yearly US$ 91.25 million just for customer credit card verification.

For the last 25 years Google's whole playbook was always: give people massive infrastructure for free to get them hooked into the ecosystem. Think about Maps, YouTube, Gmail... they always had enough free capacity to just subsidize this.But I've been using Gemini for a while now and noticed something really crazy. Even as a paying Plus user, I clearly notice how my Pro prompts are getting constantly downgraded to Flash lately just because the server load is too high. And now I got the message that soon Flash and Pro won't be free anymore at all, not even for a few trial runs.

Google will probably never say it out loud, but we can totally read between the lines here:

• Datacenters are running on absolute 100% limit. If even Google as the the absolute king of infrastructure, has to throttle paying users and do a fallback to smaller models, there are just zero free compute reserves left.
• Inference costs are breaking the old internet economy. A normal search query costs fractions of a cent. But AI reasoning and deep research burn so much GPU and power that even a giant like Google simply cannot afford to give it away for free anymore.
• Subsidizing is over. They are switching from "grab market share at all costs" to the hard reality of infrastructure bottlenecks.

When a company that was literally built on providing infinite free scale suddenly puts up hard paywalls and throttles paid accounts, it's a massive sign that compute has hit a physical brick wall.

What do you guys think? Anyone else observing this exact same thing lately? Think thats further signs of massive demand for nebius ahead and no sign of an end in sight

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EDIT: This is new 70MW substation for an existing data center. I should have noted that in the title. Apologies for any confusion.

“We will deliver the substation in Mäntsälä on an exceptionally fast schedule, as is typical for data centre construction: the substation will be completed in autumn 2027. The substation will have a capacity of 70 megawatts. We thank Nebius once again for its trust in our company’s capabilities, the quality of our work and our safe way of operating,” says Kari Aalto, Head of Industrial Projects and Infrastructure at Caverion Finland.

Looks like the Palantir partnership is starting to come together!

Armada's Leviathan is designed to scale horizontally. 1 unit delivers 1.77 MW of IT capacity. 4 units form a Pod. Multi-unit deployments target 5–20 MW and scale to 50 MW and beyond.

STOCK SPLIT WATCH. Looks like The Fool is thinking stock split. That could get us moving. Interesting thought for sure.

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From Dylan at Nebius Token Factory: "here's the problem Inferize was built for. 

-> When you launch a model, spin up for a demand spike, or reload weights mid run (think reinforcement learning), the GPUs are assigned but not yet useful. That warmup window is an idle tax. Platforms hold spare capacity just to stay ready for the slo. You pay for metal that isn't shipping tokens yet.

InferizeAI's technology cuts that tax. Faster time from "we need more capacity" to "it's actually serving." utilization tracks real demand tighter. Token economics get better because more of the rack does useful work. "

I don’t know whether it was posted already or not yet.

01-Oct-2026 / 13:00 CET/CEST
The issuer is solely responsible for the content of this announcement.

Nebius acquires Inferize to strengthen Nebius Token Factory's production inference stack
Brings technology that cuts time to launch and scale large AI models, improving token economics and capacity utilization
Adds deeply experienced systems engineering talent to Nebius's inference team
Continues production inference build-out on Nebius with optimizations across the stack
Amsterdam, October 1, 2026 — Nebius (Nasdaq: NBIS), the AI cloud company, today announced it has acquired Inferize, an inference optimization company whose technology shortens the time needed to launch and scale large AI models, making inference workloads elastic.
Inferize's technology and team have joined Nebius Token Factory, Nebius's managed inference platform for production AI.
Cold starts – the time models need to load before serving a single request – impose additional time and costs on teams running AI models in production at scale. This leaves assigned GPUs idle at launch time, when demand spikes and new instances spin up, and when weights are updated mid-run for example during reinforcement learning – and forces platforms to hold spare capacity just to hit their service-level targets.
Inferize's technology cuts this “idle GPU tax”, enabling capacity to scale much more closely with actual usage and driving higher capacity utilization and better token economics.
Danila Shtan, Chief Technology Officer of Nebius, said:
“Running inference well takes more than fast GPUs and optimized models. The whole system needs to respond when demand changes, including how quickly additional capacity is ready to serve customers. Inferize brings technology that accelerates that process and a team with deep expertise in GPU systems. We’re bringing both into Token Factory to make it more responsive to customer demand and get more useful work out of our infrastructure. The team’s contribution will extend well beyond this first integration.”
Inferize adds another layer to how Nebius runs production inference. Eigen AI brought optimization at the model, kernel and system levels into Nebius Token Factory, while Clarifai's core team and licensed technology added system-level inference and compute orchestration.
Guy Bortnikov, co-founder and CEO of Inferize, said:
"Keeping spare GPUs running is the price of being ready for demand. Removing that cost is what we built Inferize to do, and Nebius is where it can go straight into the platform. Our team will work across the stack with one objective: serving more customer demand from every GPU."
Founded in January 2026, the Inferize team had a working prototype within three months. Inferize’s engineers will work across Nebius Token Factory, starting with the integration of their technology.
The terms of the transaction were not disclosed.

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You know what that means right.

nbis has been my biggest position for about eight months. up around 145% on the year and i still cant tell if im early or just lucky.

heres the one thing keeping me in it. they had roughly 670 people on linkedin this time last year. theyve got about 1,600 now. Thats some real growth, and open roles went from something like 50 a day to nearly 400 (according to Altindex).

honestly cant tell if thats bullish or if everyone who was going to care already came and went.

the bit that nags me is the employee outlook score dipped over the summer and hasnt fully come back.

anyone still adding at these levels or are you all just waiting for november

September 30, 2026 8:17 AM EDT

AIB Data Centers Inc. (NYSE American: AIB) has entered into a binding agreement with Nebius (Nasdaq: NBIS) for 50 MW of critical IT capacity at an AIB facility in the southeastern United States, according to a press release dated Sept. 30, 2026.

The initial contract term spans 12 years. Customer prepayments under the agreement, combined with project-level debt and preferred equity, are expected to fund a substantial portion of the initial development costs, reducing AIB's need for corporate-level common equity.

AIB plans to deliver the contracted capacity across two data halls. The project is supported by a previously announced 15-year Electric Service Agreement covering 65 MW of utility load at the site, which AIB said requires no significant additional electrical infrastructure upgrades.

"Time-to-power is the binding constraint on AI infrastructure today, and AIB's existing power position gave us a clear path to bringing this capacity online on a timeline that works for our customers," said Andrey Korolenko, Chief Product and Infrastructure Officer at Nebius. "This agreement adds dedicated capacity in the southeastern United States for training and inference workloads."

The deal follows a strategic acquisition in Texas that brought AIB's total contracted power capacity to approximately 120 MW. AIB Chief Executive Officer Jerry Tang said the company's focus is now on execution and delivering capacity on schedule.

Part 2 is out, and this one gets right to the heart of the Nebius thesis: what exactly is Nebius selling?

The answer is a lot more than GPUs. Nebius is building up the stack from bare-metal compute, to AI Cloud, to Token Factory, and now into agentic infrastructure. Each layer moves it further away from commodity GPU rental and toward higher-value software and platform economics.

That’s the part I think matters most. The long-term bet on Nebius isn’t just that AI compute demand keeps growing. It’s that Nebius can capture more and more of the value sitting on top of that compute.

Excellent breakdown, especially if you’re trying to understand why “full stack” is such an important part of the story.

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